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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 88

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

21% more capital invested

Capital invested by funds: $21.4B → $25.8B (+$4.44B)

14% more repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 349

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,082
Holders Change
+76
Holders Change %
+7.55%
% of All Funds
13.32%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
176
Increased
398
Reduced
349
Closed
88
Calls
$139M
Puts
$259M
Net Calls
-$119M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1101
Stevens Capital Management
Pennsylvania
-$1.26M -15,214 Closed
FA
1102
FSA Advisors
Michigan
-$14.7K -14,470 Closed
EMPI
1103
Elo Mutual Pension Insurance
Finland
-$970K -11,697 Closed
CAS
1104
Coppell Advisory Solutions
Texas
-$923K -11,071 Closed
CG
1105
Cynosure Group
Utah
-$912K -11,000 Closed
MR
1106
Munich Reinsurance
-$816K -9,791 Closed
AWM
1107
Arista Wealth Management
Nevada
-$734K -8,845 Closed
AWM
1108
Axxcess Wealth Management
California
-$671K -8,086 Closed
DAS
1109
Diversify Advisory Services
Utah
-$771K -8,037 Closed
MWM
1110
Mindset Wealth Management
Indiana
-$643K -7,748 Closed
D.E. Shaw & Co
1111
D.E. Shaw & Co
New York
-$573K -5,756 Closed
GSIAS
1112
Garden State Investment Advisory Services
New Jersey
-$461K -5,505 Closed
LIP
1113
Lighthouse Investment Partners
Florida
-$397K -4,780 Closed
NG
1114
Norden Group
Utah
-$388K -4,681 Closed
PCM
1115
Prelude Capital Management
New York
-$388K -4,674 Closed
AWA
1116
Arete Wealth Advisors
Illinois
-$373K -4,500 Closed
GCP
1117
GSA Capital Partners
United Kingdom
-$370K -4,456 Closed
OWA
1118
Outlook Wealth Advisors
Texas
-$350K -4,215 Closed
WG
1119
Wellington Group
Indiana
-$347K -4,189 Closed
SWM
1120
SFG Wealth Management
Maryland
-$337K -4,063 Closed
BC
1121
BDFS Capital
Delaware
-$340K -4,061 Closed
Capstone Investment Advisors
1122
Capstone Investment Advisors
New York
-$388K -3,901 Closed
CS
1123
Capital Square
Tennessee
-$321K -3,868 Closed
SAM
1124
Secure Asset Management
Michigan
-$313K -3,773 Closed
PIM
1125
Penobscot Investment Management
Massachusetts
-$289K -3,490 Closed